Paraplanner - Ealing, West London - Hybrid - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Route to Adviser OR Senior Technical Specialist - Wealth Management

The Opportunity

The Role
As an experienced Paraplanner supporting the Advisors, duties to include (but not limited to):
Assisting in providing solutions to client's needs and providing a service which exceeds their expectations
Dealing with daily client and provider enquiries
Preparing for client meetings including checking that all compliance paperwork is present.
Attending client meetings and taking minutes
Analysing and interpreting data obtained during client meetings
Analysing client's existing products to determine whether they meet the client's current objectives
Undertaking fund performance comparisons
Preparing product comparisons and analysing comparison illustrations
Completing the FCA pension switching and replacement product templates
Preparing cashflow plans using Voyant Software
Preparing draft recommendation reports in line with the Company's compliance procedures
Analysing client's asset allocations and providing recommendations for rebalancing where necessary
Delegating administrative tasks and ensuring work is correctly completed
Maintaining client files in line with Company standards
Liaising with the Compliance department to ensure all compliance procedures have been followed
Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures
Building and maintaining client relationships through face to face and written/telephone communication

About you
As an experienced Paraplanner you will possess most of the following:
Qualified to Diploma Level (or one paper off qualification)
At least one year's previous experience in a holistic paraplanning role
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
General knowledge of the products available in the wider market and how to assess the suitability of these products
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where more in-depth analysis and questioning of providers is required

An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.

Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client's circumstances
A good understanding of compliance issues and how these affect the advice and suitability process.
Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
Ability to work as part of a team as well as on your own initiative
Ability to critically evaluate information, probe and challenge the facts
A flexible and adaptable attitude towards work
Ability to work accurately and in accordance with procedures
Excellent time management, ability to meet deadlines
Experience of Microsoft Word, Excel, Outlook and provider platforms
Previous use of Voyant software an advantage
Previous use of FE Analytics an advantage

In summary

This represents an excellent opportunity to join a fast growing, entrepreneurial firm where you will be able to develop a fundamental role in the business, and who will genuinely support your career advancement and development, allowing you to build stronglyon your existing skills, knowledge and experience.

The routes open to you are transparent and are part of the their defined growth plan so this is an opportunity that rarely presents itself and will suit a truly ambitious individual who is looking to progress.

If this is opportunity is of interest, please contact Ryan Wootten